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Tag Management on Mi9

The Tag Management feature on Mi9 allows businesses to label conversations and customers flexibly, helping the sales and customer service team:

  • Classify customers by potential level
  • Track conversation processing status
  • Build a clear sales funnel
  • Control data access permissions between employees

Tag Management interface​

Shop Settings
Shop Settings

On the Tag Management screen, the system displays a list of all created tags with the following information:

  • Tag name
  • Tag type (Normal / Permission-based)
  • Number of conversations using the tag
  • Parent tag / sub-tag
  • Creator – channel – creation date
  • Edit / delete actions

Create a new tag​

Click "Create New Tag" to open the tag creation popup.

Shop Settings
Shop Settings

1. Select tag type

Mi9 supports 2 tag types:

  • Normal Tag
    • Visible to all employees
    • Used to classify customers, conversations, sales status
    • Examples:
      • VIP
      • Potential
      • Difficult
      • Price sensitive
  • Permission-based Tag
  • Only employees with permissions can:
    • View contacts
    • View conversations with this tag
  • Suitable for:
    • Closed leads
    • Important customers
    • Sensitive deals
Shop Settings

2. Enter tag information

  • Tag name: keep it short and clear
  • Color: choose a color for quick visual identification when chatting
  • Parent tag: select a parent tag if applicable (see the Parent tag – sub-tag section below) (if applicable - for managers)
Tag color tips

It's recommended to standardize colors by funnel stage (e.g., Hot – red, Potential – orange, VIP – green).

3. Quickly create multiple tags

Mi9 allows quickly adding multiple tags in succession in a single operation, making initial tag system setup extremely fast for large teams.

Shop Settings
Notes when creating tags
  • When connecting accounts, tags will be synced across all channels.
  • Created tags will apply to all employees in the channel (except permission-based tags).
  • Each tag can be assigned to multiple conversations & customers.

Assign parent tag – sub-tag (for managers)​

Shop Settings

Mi9 supports a parent tag – sub-tag structure to help managers easily classify customers by detailed status groups.

How to add a parent tag to a sub-tag:​

  1. Select the sub-tag that needs a parent tag
  2. Select the parent tag from the list of tags created in the management tab
  3. Confirm and save changes

For example:

  • Parent tag: Hot Deal (tag in the management tab)
  • Sub-tags: VIP, Hot, Difficult (these tags will appear in the tag assignment popup when chatting)

This approach helps:

  • View the funnel more visually
  • Easily filter & report by status group

Merge tags​

Shop Settings

When syncing tags from employee accounts to the system, different employees may assign different tags with the same meaning. Mi9 allows merging these tags into a single tag for easier admin management.

How to merge tags:​

  1. Open the sub-tag section within the parent tag
  2. Select the tags to merge
  3. Confirm the merge

Edit & delete tags​

In the Actions column, users can:

  • Edit: change name, color, tag type
  • Delete: remove tags that are no longer in use
Notes when deleting tags
  • When deleting tags, conversations that were assigned those tags will lose their tags.
  • Avoid deleting tags that are currently in use to prevent losing classification data.

Assign tags during messaging​

While chatting with customers, employees can:

  • Assign one or more tags to a conversation
  • Update tags at each consultation stage

This helps:

  • Never miss a customer
  • Accurately track sales status
  • Standardize lead evaluation across employees

Operational value from the Mi9 tag system​

The tag classification system helps businesses:

Benefits of the Mi9 tag system
  • Classify customers accurately by potential level
  • Control access to sensitive customer data
  • Optimize the sales process through each consultation stage
  • Report effectively by specific customer groups

Mi9 turns each tag from just a label into a strategic data layer in the entire Zalo operations and growth system.